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Paul Gilman

Chartered Financial PlannerArea Covered: Midlands

Paul is a Chartered Financial Planner with over 15 years’ experience working exclusively with dental and medical professionals. He specialises in providing investment, retirement, and estate planning advice, and is well known for his attention to detail and professionalism.

Outside of work, Paul likes nothing better than spending time with his wife and 3 daughters. He enjoys most sports, particularly football and cricket (although more as a spectator these days!), and is often found walking, cycling or at pilates.

Our internal complaints handling procedures for the reasonable and prompt handling of complaints is available upon request from Max Spurgeon. You can make a complaint directly to us or you can follow the Online Dispute Resolution procedure. If you cannot settle your complaint with us directly, you may be entitled to refer your complaint to the Financial Ombudsman Service

The Financial Conduct Authority does not regulate offshore investments, tax advice, estate planning and some forms of mortgages. The tax reliefs referred to throughout this website are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer. Your home may be repossessed if you do not keep up repayments on your mortgage.

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